Stephenie Scelfo is a financial advisor at BCM Advisors, LLC with a Series 65 designation and over 14 years of industry experience. She previously worked at Ottinger Hebert LLC for 13 years before joining BCM Advisors. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and a variety of institutional and business clients, utilizing primarily indexed mutual fund and ETF strategies with regular account monitoring and personalized options.

Stephen Hardey is a financial advisor at Summit Financial Wealth Advisors with nine years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, LLC and Cornerstone Financial Group for ten years. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, pension consulting, and related advisory services. The firm offers tailored, typically discretionary advisory relationships and provides additional services such as outsourced business management and divorce financial consulting.

William Butcher is a Series 65 licensed advisor with eight years of industry experience, currently serving at Stone Wealth Partners LLC in Lafayette, LA. His work history includes roles at Integrity RIA and Extended Travel, as well as running a health club where he also works as a yoga instructor. Stone Wealth Partners LLC manages approximately $143 million for around 375 clients, including high net worth individuals and pension plan sponsors. The firm provides customized portfolio management, financial planning, and retirement plan consulting, with investment strategies centered on equities, mutual funds, ETFs, and select alternative instruments.

James Veillon is a financial advisor at J. Hagan Capital, Inc. with four years of industry experience. He holds a Series 65 designation and has previously worked with Matthew James Tax & Wealth Management, MassMutual Life Insurance Co., Mass Mutual Investors Services, State Farm VP Management Corp., Bruce Montesano Insurance Agency, Louisiana Family Fitness Center, Louisiana State University - Shreveport, and St. Landry Parish School Board. J. Hagan Capital provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolios using a range of investment strategies and collaborates with in-house tax and estate-planning professionals to support coordinated wealth management.

Joel Robideaux is a financial advisor at Summit Financial Wealth Advisors in Lafayette, Louisiana, holding a Series 65 credential with six years of industry experience. Prior to joining Summit in 2020, he worked for the Lafayette Consolidated Government for four years. He also serves as a managing member of DBL Consulting, providing consulting and accounting services related to governmental affairs, and was appointed to the Louisiana Tax Institute in 2021 to review and recommend applications of new tax laws. Summit Financial Wealth Advisors provides discretionary portfolio management, financial planning, and investment consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm tailors portfolios to client objectives and risk tolerances using a range of analytical approaches and offers additional services including pension consulting, outsourced business management, and divorce financial consulting.

Richard Hebert is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at Stone Wealth Partners LLC since 2020 and previously spent four years at Parish Investment Advisors LLC. Outside of his advisory role, Hebert owns and manages BXH Investments, where he is involved in property renovations and leasing. Stone Wealth Partners LLC serves individuals—including high net worth clients—and pension and retirement plan sponsors, managing approximately $143 million across about 375 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting, utilizing customized and model portfolios primarily invested in equities, mutual funds, ETFs, and select alternative instruments.

Sara Girouard is a financial advisor with Stone Wealth Partners LLC in Lafayette, LA, holding two years of industry experience. Her prior work includes roles at Federated Management Services, Inc., Delhomme & Girouard, LLC, PRM CPAs + Advisors, LLC, and Delhomme LeBlanc & Associates, LLC. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for around 342 clients. The firm provides portfolio management, financial planning, pension consulting, and 401(k) investment management, utilizing a range of analytical approaches and offering both discretionary and non-discretionary advice.

Amy Spellman is a financial advisor at Going CPAs & Wealth Advisors, LLP with 2 years of industry experience. She holds the PFS™ designation and previously worked at Broussard & Broussard APAC for 12 years and at Going, Sebastien, Fisher and LeBouef, LLP for 6 years. Outside of her advisory role, she is a partner and treasurer at Cane Row Nursery & Landscaping, where she performs accounting and tax duties. Going CPAs & Wealth Advisors, LLP provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm emphasizes an integrated accounting-advisory model with a focus on tax-aware planning and manages accounts on a discretionary, long-term buy-and-hold basis.

Joseph Billeaud is a financial advisor with BCM Advisors, LLC, holding a Series 65 designation and 19 years of industry experience. He has worked at Billeaud Capital Management, Inc. since 1995. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and institutional and business clients. The firm employs an asset-class, primarily indexed mutual fund and ETF approach, offering multiple investment strategies with daily monitoring and quarterly reviews.

Leslie Campora is a financial advisor at BCM Advisors, LLC in Lafayette, LA, holding a Series 65 designation. Campora has five years of experience at BCM Advisors and prior experience at Pedestal/B1Bank and Capital One Investment Services. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and institutional and business clients. The firm uses primarily indexed mutual funds and ETFs across Growth, Balanced, and Conservative strategies, including Social Values variations, with daily monitoring and quarterly reviews.

Robert Roy Jr. is a PFS™ credentialed financial advisor with Going CPAs & Wealth Advisors, LLP, bringing two years of industry experience. He has been affiliated with Going, Sebastien, Fisher and LeBouef, LLP since 2011, serving in various roles. Roy also serves as a director and Audit Committee Chair on the board of St. Landry Bank. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm that provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm manages approximately $160.8 million in discretionary assets and integrates accounting services with wealth advisory through a team that holds CPA and PFS/CFP credentials.

Victoria Dickerson is a financial advisor at FMSA with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including LSA Securities LLC, Allstate Insurance Company, and N.I.S. Financial Services, Inc. In addition to her advisory role, she sells fixed insurance products as an agent. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and provides discretionary portfolio management and comprehensive financial planning.

James Hammond is a financial advisor at Cullen Investment Group in Lafayette, LA, holding a Series 65 designation with two years of industry experience. Prior to joining Cullen Investment Group in 2023, he worked at Billy's Boudin Production Inc. and held multiple roles at Louisiana Tech and Louisiana State University. Cullen Investment Group provides discretionary investment management, cash management, and 401(k) plan consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a fundamental, value-oriented investment approach and serves a broad client base with approximately $909.95 million in discretionary assets under management.

Toni Crawford is a financial advisor at Summit Financial Wealth Advisors with 16 years of industry experience. She holds a Series 66 designation and previously worked at Commonwealth Financial Network for 10 years before joining Summit in 2019. Outside of her advisory role, she is a limited partner in a family limited partnership, Comdata. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, pension consulting, and related advisory services. The firm offers tailored, typically discretionary advisory relationships and acts as an ERISA fiduciary for plan clients, with a service mix that includes structured notes, divorce financial consulting, and outsourced business management.

Todd Lambert is a financial advisor with Summit Financial Wealth Advisors in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Cetera Advisor Networks LLC. He serves as a board member of the Second Harvest Food Bank of Greater New Orleans and Acadiana. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, pension consulting, and related advisory services. The firm offers tailored advisory relationships typically managed through model portfolios overseen by an investment committee and provides a range of non-investment services, including outsourced business management and divorce financial consulting.

David Bordes is a financial advisor with Cullen Investment Group in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Cullen Investment Group since 1986. Cullen Investment Group offers discretionary portfolio management, cash management, and 401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and qualified plan sponsors. The firm employs a fundamentally driven, value-oriented investment approach and a Bucket Approach to Retirement, managing approximately $795 million in discretionary client assets across about 545 client relationships.

Lena Ormond is a financial advisor at Summit Financial Wealth Advisors with 10 years of industry experience. She holds a Series 65 designation and has been with Summit Financial Wealth Advisors since 2015. Ormond is the managing member of LSatge LLC, a holding company with partial ownership in Southern Asset Managers, the management company of Summit Financial. Summit Financial Wealth Advisors provides discretionary portfolio management, financial planning, and investment consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm offers customized investment strategies overseen by an investment committee and a range of services including pension consulting, business management, and divorce financial consulting.

Michael Doise is a CFP® and CFA® with seven years of industry experience. He is currently with Cullen Investment Group, where he has worked since 2023. His prior roles include positions at Robertson Capital, Slant Energy, Robertson Midstream, and RBC Capital Markets. Cullen Investment Group provides discretionary investment management, cash management, and 401(k) plan consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm emphasizes a fundamental, value-oriented investment approach, managing portfolios with low turnover to reduce costs and tax impacts.

Ernest Domingue is a financial advisor with BCM Advisors, LLC in Lafayette, LA, holding a Series 65 designation and 16 years of industry experience. He has been with BCM Advisors (formerly Billeaud Capital Management, Inc.) since 2009 and also manages Hille Investments, LLC, a private investment firm with a 40% ownership interest in Venoscope, LLC. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and various institutional and business clients. The firm employs an asset-class, primarily indexed mutual fund and ETF investment approach with multiple portfolio strategies and offers personalized indexing through a sub-advisory relationship with Vanguard Personalized Indexing Management.

Kaleb Price is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He is currently with BCM Advisors, LLC, where he has worked since 2023. His prior roles include positions at Apex Capital Management, Arsement, Redd & Morella, and Thibodaux, Hebert, Deshotels, Leblanc. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and institutional and business clients. The firm employs primarily indexed mutual fund and ETF strategies across growth, balanced, and conservative approaches, offering personalized indexing through a sub-advisory agreement with Vanguard.